AIM

Arcadia Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.03M
3 +$996K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$819K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$674K

Top Sells

1 +$1.25M
2 +$955K
3 +$935K
4
CTXS
Citrix Systems Inc
CTXS
+$894K
5
ATVI
Activision Blizzard
ATVI
+$886K

Sector Composition

1 Technology 27.27%
2 Healthcare 16.18%
3 Consumer Discretionary 10.66%
4 Financials 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
31
252
$9K ﹤0.01%
100
253
$9K ﹤0.01%
35
254
$8K ﹤0.01%
39
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$8K ﹤0.01%
2,700
256
$7K ﹤0.01%
470
257
$7K ﹤0.01%
31
258
$6K ﹤0.01%
100
259
$6K ﹤0.01%
130
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$5K ﹤0.01%
64
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$5K ﹤0.01%
44
262
$4K ﹤0.01%
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199
-629
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$3K ﹤0.01%
30
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$2K ﹤0.01%
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$1K ﹤0.01%
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267
$1K ﹤0.01%
4
268
$1K ﹤0.01%
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$1K ﹤0.01%
5
270
$1K ﹤0.01%
293
271
$1K ﹤0.01%
15
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$1K ﹤0.01%
25
273
$1K ﹤0.01%
6
274
$1K ﹤0.01%
22
275
$1K ﹤0.01%
67